← All themes

Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2501
FA
FCG Advisors
New Jersey
$4.2M +$509K 5 1.41% Increased
2502
KIG
Kessler Investment Group
Indiana
$4.19M +$421K 6 5.28% Increased
2503
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$4.18M +$53.4K 1 2.83% Increased
2504
MDCM
Morgan Dempsey Capital Management
Wisconsin
$4.18M +$151K 3 1.52% Increased
2505
Quantum Capital Management (New Jersey)
Quantum Capital Management (New Jersey)
New Jersey
$4.17M +$1.2M 1 1.27% Increased
2506
BCM
Birmingham Capital Management
Alabama
$4.17M +$30.8K 1 1.68% Increased
2507
PCR
Potrero Capital Research
California
$4.16M +$273K 2 3.89% Increased
2508
SWA
Sutton Wealth Advisors
Florida
$4.15M +$10.6K 11 3.29% Increased
2509
Probity Advisors
Probity Advisors
Texas
$4.15M -$131K 5 1.57% Reduced
2510
HFM
Hartford Financial Management
Connecticut
$4.14M +$155K 7 1.86% Increased
2511
WI
Welch Investments
Alabama
$4.13M +$428K 2 3.07% Increased
2512
CCM
Coe Capital Management
Illinois
$4.12M -$4.77K 2 4.69% Reduced
2513
DVM
Dreman Value Management
Florida
$4.11M +$521K 6 2.27% Increased
2514
KHCM
Kettle Hill Capital Management
New York
$4.11M +$3.13M 1 4.6% Increased
2515
GLI
Guardian Life Insurance
New York
$4.1M -$2.76M 9 0.6% Reduced
2516
First Command Bank
First Command Bank
Texas
$4.08M +$346K 8 2.68% Increased
2517
First Command Financial Services
First Command Financial Services
Texas
$4.08M +$346K 8 2.68% Increased
2518
HCP
Holt Capital Partners
Texas
$4.07M -$91.9K 5 1.4% Reduced
2519
TAA
TB Alternative Assets
Cayman Islands
$4.06M -$4.87M 2 1.89% Reduced
2520
GI
GS Investments
Minnesota
$4.05M +$4.06M 3 3.04% New
2521
Glassman Wealth Services
Glassman Wealth Services
Virginia
$4.05M +$30.3K 11 2.67% Increased
2522
NFG
NewFocus Financial Group
Washington
$4.03M +$55.3K 1 2.27% Increased
2523
DI
DGH Investments
Switzerland
$4.02M $0 1 19.87% Maintained
2524
MIC
Meridian Investment Counsel
California
$4.01M -$141K 4 2.4% Reduced
2525
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$3.99M +$158K 1 2.76% Increased